Portfolio (Quarterly) Guide ↗

WestHill Financial Advisors, Inc.

· CIK 0001759641

13F Portfolio $587M AUM 82 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 11 Added 21 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	2,927	$497K	0.10%	SOLD
2	SLV	ISHARES SILVER TR	Financial Services	3,302	$225K	0.04%	SOLD
3	VZ	VERIZON COMMUNICATIONS INC	Communication Services	4,048	$203K	0.04%	SOLD

Sector Allocation

Technology 41.1%

Financial Services 18.5%

Healthcare 15.6%

Consumer Cyclical 9.8%

Industrials 4.8%

Consumer Defensive 3.4%

Utilities 2.6%

Communication Services 2.3%

Energy 1.9%